Don’t wait too long to ask Southwest Airlines for a refund

Thomas Travia bought a ticket from Philadelphia to Omaha on Southwest Airlines but couldn’t use all of it. Nothing unusual about that — plans change all the time, and the airline offers some of the most flexible ticket change policies in the industry.

What sets this case apart is the type of ticket Travia got. Since he bought it at the airport, it was paper. Then he lost the ticket halfway through his trip and later asked Southwest for a refund. The airline told him he needed to wait, and now it’s telling him he waited too long. Maybe that’s because he traveled in 2008.

This is a strange one, my friends.

Travia had purchased the roundtrip ticket at the airport in Philadelphia, and he’d flown to Omaha without incident.

On the return flight, I left the ticket in my hotel room. I was told, because it was a paper ticket they could not reissue it or give me credit as it could be found and used by someone else (even though you can’t change the name!)

I had to wait one year until it expired and then get a refund. I had to buy another ticket to get home.

Since Travia is a patient guy, he decided to wait a year. But in the meantime, he lost the receipt for the new ticket.

Eventually he found all the paperwork, but in the meantime, years had passed. He filed the application anyway.

“They basically told me too bad, too much time had elapsed and they wouldn’t give me any credit. I don’t want a refund but only a flight coupon of equal value – $319.”

Travia knows he should have sent the refund request to Southwest Airlines sooner.

I am a busy executive and this sort of thing gets lost in the daily shuffle. I understand the airline wanting to close out extended liabilities etc. But the fact remains that they have my $319 and they could have easily corrected the problem in 2008 since you can’t use a ticket without your name on it.

I thought Travia might have a chance of retrieving his money for several reasons. First, Southwest issued a paper ticket, which even in 2008 was pretty unusual. Second, it imposed a one-year cooling off period, which meant he had to wait until 2009. And finally, he wasn’t asking for real money — only a credit.

So I asked Southwest Airlines. A representative got back to me with the following answer:

I was able to review this customer’s situation further. Due to the age of the unused ticket, we wouldn’t be able to reissue or refund the unused ticket. After 6 months from the expiration the funds are cleared out of our systems. The Customer needed to call within 6 months from the expiration date (7/15/09).

Interesting. So even though a representative told Travia he needed to wait a year, he would have had to apply for the refund within six months. That’s good to know.

There’s a lesson in here for all of us. Like any other business, airlines don’t want to keep credit on their books indefinitely. Vouchers and ticket credit do expire, and once they’re gone, you can’t get them back.

Even if you’re dealing with Southwest Airlines.

  • NoOne

    “I’m a busy executive…” aww shucks. Not to busy to go through this process however. Suck it up, and take responsibility for forgetting to do what you should have done

  • CheeseheadChick2010

    Not sure if this is an error, but it says “six months from the expiration date” not from the date of travel, so realistically, after the one year “cooling off period,” he had another six months to file for the refund.

  • Maryannk

    I agree. If he’s a busy executive, I’m sure he has a calendar on which he can make a note one year out saying to follow-up. If he’s too good to it on the calendar himself, I’m sure he has an assistant who can add the task. No pity here.

  • Maryannk

    I agree. If he’s a busy executive, I’m sure he has a calendar on which he can make a note one year out saying to follow-up. If he’s too good to it on the calendar himself, I’m sure he has an assistant who can add the task. No pity here.

  • Anonymous

    “A busy executive” should know better than to lose a paper ticket and then lose a receipt. 

    Also, if I were handed a paper ticket in 2008, I’d question it. But then, I’m not a “busy executive.”No sympathy here.

  • Anonymous

    Wow. A busy executive who is not too concerned about personal cash flow.

    How hard is it to save a reminder…and indicate in the reminder where the receipt is? If you weren’t to concerned about the money then, why years later do you have the time to enlist an advocate in a “dispute” you were clearly in the wrong for?

    Next up…”I didn’t use my tickets for a Pitsburgh Pirates game…can I get a refund since they didn’t sell out?”

  • Alan

    “If you snooze, you lose” is an actual legal principle. It’s called laches.

  • http://pulse.yahoo.com/_SYR4YYOAPY4X3UUYLPCADARF3Q emanon256

    “I am a busy executive and this sort of thing gets lost in the daily shuffle. I understand the airline wanting to close out extended liabilities etc. But the fact remains that they have my $319”
     
    Really?  Is this guy serious?  If he lost his ticket, and lost the receipt for his second ticket, and is also too busy to deal with this for over 2 years, than he should just eat the cost.  Why would a busy executive be concerned over a measly $319 anyway?  Yeah to us normal people, that’s a lot of money, but to some shmuck who calls himself a busy executive who doesn’t have time to deal with such trifle things, he needs to just get over himself. 
     
    I am sorry if I sound harsh, but it’s this entitled rich executive attitude that is ruining America. If all of us normal people play by the rules, keep our receipts, and we have a valid gripe, Chris is here to help us.  This guy is clearly out of touch with reality and wasting Chris’s time.

  • Chris in NC

    Sheesh! some of these cases are getting ridiculous. Travia does realize that 3 years has elapsed? Kudos to Southwest for not backing down and paying off some “hush” money simply because someone was screaming loud enough and invoked the services of an ombudsman.

    At the rate this is going, maybe I should contact Elliott about getting a voucher to replace the $250 voucher issued by United Airlines that I never used and expired in 1997.

    Travia would have a legitimate case had he filed his paperwork after the 1 year “cooling off” period, and was then denied. But to wait an additional 2 years? A busy executive should know better, otherwise he is one of these incompetent executives that is skilled at running a company into the ground.

  • ChrisY

    A busy executive should have summarily compose a memorandum to a member of his executive staff to summarily construct a reminder facsimile to procure the refund.

  • Chris in NC

    Not harsh at all. I agree 100%

  • K.

    Yes, he should have acted sooner, but he has the receipt, and Southwest has his money for a service they didn’t provide.  How difficult is it to give him a voucher?  It’s easy to throw down the wrath of the many when he makes excuses like “I’m a busy executive,” but the truth is we are all busy, and it could have happened to any one of us.  

  • Anonymous

    Sorry OP, you should keep better track of your stuff. Travel docs (like tickets, receipts, etc.) = money. If you think of it in those terms, you’ll likely be a bit more considered about how you manage those items. And if you’re THAT busy of an executive, hire a PA.

  • Tony A.

    Before we get side-tracked and discuss his busy executive life style, can someone please describe what a Southwest paper ticket is. Maybe we can have a more intelligent discussion if we know why one has to wait that long to get a refund just because he bought a paper ticket.

  • BillC

    It doesn’t matter what type of job he has I think that he waited way too long. He should have fought this in 2008 when it happened.

  • Jimmy Belmont

    What would the Busy Executive do if one of his underlings wanted reimbursement for expenses under the same scenario?

  • GChowLA

    First he loses the ticket during his trip, then he loses the receipt afterward?! How does this guy make it through daily life, much less as a “busy executive”? Does he have an assistant and/or significant other who usually handles his paperwork because he can’t be bothered? Travia clearly needs to learn to be a big boy and keep track of his $#!t. No one’s perfect of course, but if I lose my receipt/paperwork to something that I want to return or get credited for (which has happened, including with a Southwest ticket), no way would I wait forever, try to transact without it, and then ask for special exceptions. Vouchers and credits expire, and they do so for a reason. This is no secret. We are all busy people with jobs and families and blackberries, so his occupation is no excuse. And three years later – really?? Perhaps there’s more to the story, and I may have come to a different conclusion had I finished reading the details, but I lost patience with this irresponsible toddler halfway through the article. I wish he would not waste Chris Elliott’s time before investing in an accordion file/ portfolio/peechee folder – it undermines Chris’ value when a hapless consumer has been truly wronged by the travel industry. 

  • Tom Brollini

    Operator error. Take responsibility for yourself.  Stuff happens but this is definately a “Too bad, so sad” scenario.

    In addition, should have made sure to get SW requirements in writing when told he would have to wait.

  • Phil

    Personal responsibility for ones actions, some people have it and others don’t apparently this person does not. What a looser..

  • KF

    He is the one responsible for losing the paperwork, not Southwest. Once was bad enough, but twice?

  • Fordmann

    not to mention, if he had filed the paperwork in the required timely fashion, his voucher would have been expired by now anyway.  They are only good for a year, too.  Sounds like he would have been too busy to use it in that time-frame anyway.

  • cjr

    It’s a TICKET, printed on a small piece of PAPER.  Really?

  • cjr

    Stupid tax.

  • Pauletteb

    So he’s a “busy exeutive.” Big deal! We’re ALL busy. He lost the ticket AND the refund receipt? Obviously being able to keep track of things isn’t in his business profile.

  • D. Laux

    One wonders what company Mr. Busy works for…what else gets lost in the shuffle?

  • doctork

    I am delighted to read that most travelers/readers have no sympathy for clodders, who ignore or mishandle their own personal affairs. Take care of your things properly. This is not a sob station

  • ET

    Tickets expire one year after the date of issue.  How many receipts/tickets does he get to loose before he’d done.

  • Dallas Road Warrior

    Regardless of what he should have done there is another issue here. According to Chris the Southwest rep’s response was “After six months the funds are cleared out of our system”. OK, where did the funds go? In the U.S. there is a law adopted by every state called Escheatment aka Unclaimed Property Act. Southwest has a legal obligation to report those funds to either the state where Travia resides or the state where Southwest is incorporated. After a period, usually three years, Southwest is required to turn the unclaimed funds over to the state treasury where Travia could then make a claim to the state to recover his property. BTW the fine for not reporting unclaimed funds is pretty significant and applies to all businesses regardless of size.

  • http://www.pipdigital.com Nancy Dickinson

    This started because he forgot his paper ticket in his hotel room.  Then it was compounded because he lost his receipt.  They it piled up some more because he forgot to contact them in a timely manner.

    The OP seems to have memory issues, to say the least.  Secondly, what business person loses a receipt of this size?  I have a manila envelope in my desk drawer with a huge 2011 TAXES on it for just such an occasion.  If the IRS were to ever ask me for a receipt, I’d ask what year and be able to hand it to them.

  • Sara

    Southwest still issues paper tickets in some circumstances – last our family travelled to Las Vegas we bought a package deal, and the flight portion was by Southwest. According to the fine print, if we’d picked any other airline (flight time etc, didn’t work for us) we’d have gotten electronic tickets, but since we got Southwest we had to wait for paper tickets in the mail ~6 weeks prior to departure.

  • TomRI

    Dallas you are 100% correct and you will note that it is only banks and companies that pay dividends that comply with those Escheatment laws, every other business puts those uncashed payroll checks and business checks back into their pockets. —THIS IS FRAUD!!!!!

  • Traveling man

    I suspect the the agent told him that he had to apply for the refund within 1 year from the day purchased (or 6 months in Southwest’s case). Being a busy executive is an excuse for not following through. Also, their is generally a substancial fee for filing a lost ticket application, other airlines used to charge $75-100.00 to file. This whole story has a fishy smell to it and the traveler in so many ways is wrong and loses.

  • Sara

    (And for that matter of fact, my daughter got a paper ticket (lap child at the time, sounded as if it was standard at least then to get paper tickets for lap childs) when we flew over seas over the holidays 07-08, and that was with UA. Lucky too that we got it, because when we showed up at check-in (ALL of the flights) there was no record of her in  their systems at all, but we had her paper ticket as proof for all flights. Nothing for them to do but fix it and get us on the flight. Had it been electronic we’d likely been screwed (was even told something to that effect when we checked in for one of the flights).

  • TomRI

    ok HE LOST THE TICKET.  But who else can use that ticket? NO ONE, they are non transferable, right?  So why not refund the money then?  Southwest wants to play the waiting game why? Because they are corporate pigs?    Can anyone find the ticket and cash it in for a refund other then him or sit in that seat without being worked over with a fake id by TSA.

    SOUTHWEST SHOULD HAVE REFUNDED THE MONEY or gave him a new ticket then!  NO wait a year.

  • RW

    I’d think a busy executive would know how to use their electronic calendar program to set up a simple reminder.  And what’s with losing all the important paperwork?  I hope he’s not an executive at any company I deal with!  Sorry, he had plenty of time to get his refund.  It apparently wasn’t that important to him during the time allowed, but now it is.  Expensive lesson.

  • RW

    No, it couldn’t happen to any of us!  $319 is a lot of money to me and you can be sure if I COULD get a refund from an airline, I’d do whatever it takes.  In this case, it wasn’t too much to expect him to hang on to the documentation and set up a simple reminder. 

  • Michael K

    Can someone explain why Southwest Airlines couldn’t take the OP’s refund application in Omaha in 2008 and then issue the refund at whatever time they were ready to do so?

    Telling passengers that they need to wait 1 year to apply for a refund (when of course rules can change in the interim, and then SWA can tell the passenger s/he waited too long even if they have the paperwork in order after 1 year) sounds like a recipe for inappropriately pocketing lots of unearned revenue. 

  • Charles

    What’s a “busy executive” doing on Southwest Airlines anyway? Shouldn’t he be flying first class all the time on some legacy, or on a chartered jet?

    No sympathy here.

  • Bodega

    They wait to make sure some one didn’t try and use it.  This has been standard policy for decades.  A ticket is an accountable document and you, the passenger, have a responsibility to safe guard it.  Once the ticket date becomes invalid, the refund is given.  Not an unreasonable policy.

  • David

    There’s another legal principle called “escheat.”  Technically, Southwest should have turned the ‘unclaimed property’ over to the state (which state, I’m not sure) from whom the OP could then recover it.

  • Teresa Stewart

    Point of fact – Southwest funds actually WERE transferable up until just a few months ago.  So when Southwest said anybody could find his paper ticket and use it, they were in fact telling the truth.

    Bottom line… he was careless, and he lost a piece of paper that had a financial value to it.  Southwest was nice enough to give him a second chance to reclaim that value, and he blew that too.  If he was writing to Chris to say he left $319 in cash in a hotel room, we wouldn’t be here discussing this right now (or maybe we would, given some of the recent stories, but we shouldn’t).

  • Bodega

    The tickets have an expiration date and if not used, the money does not go to the purchaser as unclaimed property.  Snooze, you lose.

  • Noahr

    I said “no,” but I bet the poll answers would have been flipped if he had not said he was a “busy executive.”

  • http://blogs.ocweekly.com/stickaforkinit Dave Lieberman

    Busy executives have personal assistants who could chase this down and simply transfer a call once the hold time was up.

    Tickets are not negotiable instruments. He waited too long and unfortunately paid $319 “better luck next time” tax.

  • http://blogs.ocweekly.com/stickaforkinit Dave Lieberman

    Ah, you took the $10 law class, not the $20 one.

    Escheatment doesn’t apply in this case, because he never actually applied for a refund. He called and was told he couldn’t call for a refund until the tickets had expired, a year after the date of travel; he then sat on it for three years.

    If he’d applied for a refund and then the check had gone uncashed, it would have to go to the state as unclaimed property under the escheatment laws. Checks are negotiable instruments; airline tickets, even paper ones, are not negotiable instruments.

    What was in the system for six months after his tickets expired was akin to a voucher. Vouchers (and gift cards, in some states) are not subject to escheatment. He could sue—though he’s a busy executive whose time is presumably worth more than the $319 plus costs he’d be seeking—but he’d almost certainly lose.

    Southwest could have done a better job of explaining, maybe, why he had to wait, but the fact of the matter is he fell asleep at the switch.

  • LeeAnne

    Too much “lost this lost that forgot this forgot that” going on here. Give it up dude – you screwed up and lost your money. Get over it. If you’re such a “busy executive” who can ignore a missing $319 for years, then I assume you can afford to lose it.

  • http://blogs.ocweekly.com/stickaforkinit Dave Lieberman

    Until about a year ago, full-fare Southwest Airlines tickets—even electronic ones—were transferable. When I worked on a project that required trips to Northern California, we used to transfer tickets all the time in order to make sure the right person was there at the right time.

    So technically, someone could have found the ticket in his hotel room, gone to Southwest Airlines and transferred it to their own name, and flown. A paper ticket is a little bit like a money order in that sense, in that if you show up with it in your hand, you can use it.

    Now, SWA tickets are not transferable so if this had happened this month, they could have processed the refund as soon as the date of travel had passed.

  • Martin

    I suspect this “busy executive” would have a different opinion of how things should go if it were one of his business’s customer expecting a refund years after the fact. 

  • Dip

    I am skeptical you would have been SOL if not for a paper ticket. If you have the original email confirmation you should get an actual ticket number.

  • Dip

    A paper ticket is usually issued at the airline counter say if you go in to turn a voucher into a plane tickets. Thus his is a true proof of purchase. Before the nine days everyone got paper tickets. Now you likely have to pay a fee to get them. Other easy of getting paper tickets could be through frequent flier accounts that you use for award tickets that they mail to you